Cottonwood Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-544
Closed -$247K 99
2022
Q1
$247K Sell
544
-50
-8% -$22.7K 0.2% 83
2021
Q4
$283K Buy
+594
New +$283K 0.22% 81